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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-10 |
Branch Locations
Los Angeles, CA • United States
Denver, CO • United States
24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
Los Angeles, CA • United States
24 E. Main Street, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuorder, Inc | Los Angeles | CA | 03/2013 | 05/2022 |
| Self Employed | Los Angeles | CA | 08/2022 | 02/2026 |
| Forward Wealth Management, Llc | Los Angeles | CA | 02/2026 | 08/2026 |
| Xypn Sapphire | Bozeman | MT | 03/2026 | 08/2026 |
| Quantitative Financial Strategies | Denver | CO | 08/2026 | Present |
| Katerina Minevich, Cdfa® | Los Angeles | CA | 08/2026 | Present |
| Altenn Wealth | Los Angeles | CA | 08/2026 | Present |
1.) IHSS; Not investment related; Los Angeles, CA; Caregiving; Caregiver; 01/14/2024; 60; 0; in home supportive services 2.) Katerina Minevich, CDFA®; Non-Investment Related; Los Angeles, CA; Divorce Analytics and Consulting; Consultant; Start Date 2026; Approx. 17 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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